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Contact Information
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Proposal Information
Product and Service Interest(s)
401k/DC Plan Recordkeeping
Administration of Retirement Plans
Business Intelligence or Microsoft Power BI
Cybersecurity Awareness Platform
General Ledger Management
Microsoft Office 365 or Dynamics 365
Plan Intelligence
Spectrum FinWell - Workplace Financial Wellness Program
Spectrum Payroll360
Other Business or Consulting Services (Describe with Objectives)
Objectives
RFP Upload
Filename
Status
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Plan Type
401k Plan
Non-Qualified Deferred Compensation Plan
Other Defined Contribution Plan
Other / Don't Know
Defined Benefit Pension Plan
Organization Information
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Organization Website
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Street Address 2
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Afghanistan
Albania
Algeria
American Samoa
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Anguilla
Antarctica
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Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
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Cape Verde
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Chad
Chile
China
Christmas Island
Cocos
Colombia
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Costa Rica
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Cyprus
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Djibouti
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Honduras
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Iran
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Ivory Coast
Jamaica
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Jordan
Kazakhstan
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Laos
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North Korea
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Norway
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Pakistan
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Poland
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Country
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Total Plan Assets
Payroll Provider
ADP
Ceridian
Gusto
Intuit
Paychex Flex
Paycom
Paycor
Paylocity
Workday
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Payroll Schedule
Weekly; Every Week
Bi-Weekly; Every Other Week
Semi-Monthly; Twice Per Month
Monthly; Once Per Month
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Multiple Payroll Schedules
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I have the authority to request proposals for products, services, or solutions for the above organization.